Ep. 360: August WealthTech News
Welcome to the August WealthTech news. We almost shipped this last week, but then we would have missed the biggest story of the summer that just landed: Vanguard is acquiring Altruist for $4 billion. The rest of the month is platforms getting more aggressive, Bloomberg buying Canoe, Orion printing $6.6 trillion in AUA and pushing […]
Ep. 356: Crushing Debt, Building Wealth: The AI Platform with a Holistic Mission with Laurel Taylor & Ben Levine, Candidly
Meet Our Guests This episode features Laurel Taylor, founder and CEO of Candidly, and Ben Levine, Chief Product Officer of Candidly. Laurel founded the company in 2016 — originally as FutureFuel, focused on student debt — after carrying six figures of student debt herself and watching how it stalled a generation’s ability to build wealth. […]
Ep. 353: Human-AI Synergy: How to Keep Advisors Front and Center with Spenser Segal, ActiFi
Meet Our Guests This episode features Spenser Segal, founder and CEO of ActiFi. In this conversation, Spenser and Craig dig into how Success Pro turns broad advisor goals into specific, executable business solutions, why Spenser sees AI note takers as a partner rather than a threat to advisor coaching platforms, the Human-AI Synergy framework from […]
Ep. 352: Why Advisors Want Fewer Tech Stack Choices, Not More with Vinay Kant and John Amore of Kestra Financial
Meet Our Guests This episode features Vinay Kant, Chief Digital and Technology Officer at Kestra Holdings, and John Amore, President of Kestra Financial. In this conversation, Vinay, John, and Craig dig into how a mid-tier independent wealth management platform makes technology decisions when the FinTech landscape has grown from roughly 150 tools in 2019 to […]
Ep. 349: July WealthTech News
This week on WealthTech Today, I run through the month’s biggest wealthtech headlines — and there’s no shortage of them. AI agents are showing up everywhere: notetakers are pushing into CRM territory, CRM providers are pushing back with their own agents, and financial planning platforms are racing to build AI into the core of the […]
Ep. 348: AI Agents Are Only as Safe as Their Guardrails — Here’s How to Build the Right Ones with Daniel Kenny, FutureVault
Meet Our Guest This episode features Daniel Kenny, CEO of FutureVault — a B2B2C white-label digital vault platform built specifically for wealth management firms and their clients. Daniel brings 20 years of global banking operations experience from HSBC, spanning four countries, to the problem of document governance, client engagement, and data security in wealth management. […]
Ep. 347: June News
I’m joined this month by Jeremi Karnell, newly appointed Chief Product Officer at VastAdvisor, for the June edition of the WealthTech Today news podcast. We cover eight stories spanning cash management integrations, wealth transfer tools, AI headwinds at scale, the rise of MCP as the new API standard, custodian innovation, and the latest additions to […]
Ep. 343: From Notetaker to Tax Planner: How Hazel Grew Up Fast with the Altruist Hazel Product Team
Meet Our Guests This episode features Gokul Ramanathan, Group Product Manager for Altruist and the Hazel team, and Fernando San Martin, Senior Product Manager are two builders who between them have co-authored the technical pipelines and product strategy behind one of the most talked-about AI launches in wealth management. Gokul joined Altruist in 2019 as […]